TSA Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

TSA Wealth Management’s Portfolio GVI Stock Details GVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Buy	+2,677	New	+$284K	0.08%	94

Other funds holding GVI

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

TSA Wealth Management's GVI Position: Q2 2026 in Review

TSA Wealth Management opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2026: 2,677 shares worth $284K. The stake represents 0.08% of the portfolio and ranks #94 among its holdings.

270 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

TSA Wealth Management held 2,677 shares of iShares Intermediate Government/Credit Bond ETF worth $284K as of Q2 2026.
iShares Intermediate Government/Credit Bond ETF was a new TSA Wealth Management position in Q2 2026.
iShares Intermediate Government/Credit Bond ETF made up 0.08% of TSA Wealth Management's portfolio in Q2 2026, its #94 holding.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.